CCAC
Saturday, April 20, 2024

Winning by Not Losing

Retired investors are sitting on a ticking time bomb: an 11-year old Bull Market. We've enjoyed record growth, but coming corrections necessitate a "risk off" portfolio. A 36-year CFP will teach retirees and "red zoners" how to strip the risk of principal loss from their portfolio while repositioning assets to maintain growth and generate income.

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